Plan Ledger DOL Form 5500 · updated monthly

Glass Lewis & Co. LLC401(k)

GLASS LEWIS 401(K) PLAN · SAN FRANCISCO, CA · plan year 2025

Reported admin expense ratio · 2025
0.21%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Glass Lewis & Co. LLC reported $40,875 in plan administrative expenses for 2025: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,203 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.26% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is the 3,560th-largest of 9,483 plans among California employers on file, and the 1,014th of 2,199 in information & media. In 2025, employees put in $3.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,565,829
Participants with balances163
Active participants98
Employer contributions$313,939
Employee contributions$1,132,274
Employer contribution per active participant$3,203
Average account balance$126,171
Benefits paid to participants$2,488,486
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN & CO LLP
Plan history4
Yearassets · accounts · employer contribution
2025$20.6M · 163 accts · $314K emplr
2024$18.4M · 167 accts · $316K emplr
2023$15.7M · 164 accts · $273K emplr
2022$13.1M · 155 accts · $246K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$25,125
Audit (IQPA)$15,750
Total administrative$40,875
The Glass Lewis & Co. LLC 401(k) match · 2025
Employer contribution per active participant$3,203
Median for plans this size$2,666
2025$3,203 per active participant
2024$2,726 per active participant
2023$2,439 per active participant
2022$2,317 per active participant

Glass Lewis & Co. LLC's 2025 employer contribution ran above the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$25,125
FRANK RIMERMAN & CO LLP. · Accounting / audit$15,750

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$40,875 · 0.21%
2024$40,737 · 0.24%
2023$33,490 · 0.23%
2022$38,033 · 0.26%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 043737021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.